Evelyn Partners Amends 13F-HR, Details Q4 2023 Holdings
| Field | Detail |
|---|---|
| Company | Evelyn Partners Investment Management Services Ltd |
| Form Type | 13F-HR/A |
| Filed Date | Nov 26, 2025 |
| Risk Level | low |
| Pages | 1 |
| Reading Time | 2 min |
| Sentiment | neutral |
Complexity: simple
Sentiment: neutral
Topics: institutional-holdings, amendment, portfolio-disclosure
TL;DR
**Evelyn Partners just updated their Q4 2023 stock holdings, giving us a fresh look at their portfolio.**
AI Summary
Evelyn Partners Investment Management Services Ltd filed an amended 13F-HR/A, revealing their holdings as of December 31, 2023. This amendment likely corrects or updates previously reported information, providing a clearer picture of their investment strategy and the specific stocks they held. For investors, this matters because it offers transparency into a significant institutional investor's portfolio, potentially influencing their own investment decisions by highlighting where smart money is flowing.
Why It Matters
This filing provides a snapshot of Evelyn Partners' investment strategy, offering insights into which stocks a major institutional investor was holding at the end of 2023.
Risk Assessment
Risk Level: low — This is a routine disclosure filing, not an event that inherently carries high risk.
Analyst Insight
A smart investor would review the detailed holdings within the filing (once available) to identify any new positions, increased stakes, or exited positions by Evelyn Partners, potentially using this information as a starting point for their own research into those specific companies.
Key Players & Entities
- Evelyn Partners Investment Management Services Ltd (company) — the filer of the 13F-HR/A
- December 31, 2023 (date) — the reporting period end date for the holdings
FAQ
What is the primary purpose of a 13F-HR/A filing?
A 13F-HR/A filing is an amendment to a previously filed 13F-HR, which is a quarterly report filed by institutional investment managers with at least $100 million in assets under management. The '/A' indicates it's an amendment, meaning it corrects or updates information from an earlier filing for the same period.
Which entity filed this specific 13F-HR/A?
This specific 13F-HR/A was filed by Evelyn Partners Investment Management Services Ltd.
What is the effective date of the holdings reported in this filing?
The holdings reported in this filing are effective as of December 31, 2023, which is the end of the fourth quarter of 2023.
Why would Evelyn Partners Investment Management Services Ltd file an amended 13F-HR?
An amended 13F-HR is typically filed to correct errors, omissions, or update previously reported information in their original 13F-HR filing for the same reporting period, ensuring accuracy and compliance with SEC regulations.
Does this filing indicate a change in Evelyn Partners' investment strategy?
While the filing itself is an amendment, it doesn't inherently indicate a change in investment strategy. It merely provides a corrected or updated snapshot of their holdings as of December 31, 2023. Any strategic shifts would need to be inferred by comparing the amended holdings to previous filings, if available.
Filing Stats: 393 words · 2 min read · ~1 pages · Grade level 12 · Accepted 2025-11-25 19:55:34
Filing Documents
- primary_doc.html (13F-HR/A)
- primary_doc.xml (13F-HR/A) — 3KB
- Form13F_InfoTable.html (INFORMATION TABLE)
- Form13F_InfoTable.xml (INFORMATION TABLE) — 109KB
- 0001420506-25-003503.txt ( ) — 113KB
From the Filing
SEC FORM 13F-HR/A The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 06-30-2025 Check here if Amendment X Amendment Number: 1 This Amendment (Check only one.): X is a restatement. adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Evelyn Partners Investment Management Services Ltd Address: 45 Gresham Street London , X0 EC2V 7BG Form 13F File Number: 028-25686 CRD Number (if applicable): The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Matthew Francis Dean Title: Head of Central Oversight Phone: 0044203 328 5862 Signature, Place, and Date of Signing: Matthew Francis Dean, Head of Central Oversight London , X0 11-25-2025 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 264 Form 13F Information Table Value Total: 666,034,347 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE